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Experience the Difference

The resources of a large firm, with the personal attention of a small practice.

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Planning for a Successful Practice

Financial freedom and time to focus on your passion are two foundational elements of a successful practice.  The advisers of Pacific Capital's Dental Resource customize plans to help build, protect, and transfer wealth and provide the dental professional the peace of mind that only a well-managed plan can offer.

THE VALUE

  • Expertise in the financial needs of dentists
  • Integration of retirement, investment, and insurance needs
  • Access to an extensive network of dental resources
  • Time to focus on dentistry

THE PROCESS

  • Comprehensive Financial Assessment
  • Plan Development
  • Plan Implementation
  • Regularly Scheduled Plan Review
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Services

We create strategies tailored to your goals.

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Independence

Putting your best interests first.

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Trust

We enjoy building trusted relationships that span generations.

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